Filters

Custom Objects

In addition to the standard objects already supported (leads, contacts, accounts, and person accounts if enabled), Cloudingo can also be configured to allow for deduping and/or importing against your custom Salesforce objects (such as opportunities, cases, or other specific custom objects you have configured within your Salesforce org). To dedupe against one or more of […]

Fuzzy Logic on Street Address

When using ‘Fuzzy’ as your matching option within your filter configuration on a Street field, Cloudingo allows you some flexibility on how to determine the logic. Cloudingo will use a pre-set list of synonyms (like Avenue vs. Ave., Street vs St., etc.) The list is also configurable! So, if you need to add additional street […]

Excluding Records From Filter Results

There may be times when you don’t want to merge or convert records that show up in your filter results. This could be because of your business rules or policies, or your data structure. What should you do with these records within a group of matches (or the entire group of records) that should not […]

Filter Library

The Filter Library serves as a backup area or archive for your filters. Two big benefits of the filter library are: To clean up and make your dashboard easier to use by adding and removing filters. If you have more than one org connected to Cloudingo (such as a Production org and a Sandbox org), […]

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